Unclaimed
Jason John Kucza is a financial advisor who has been in the industry since February 28, 2016. Jason is currently registered with J.P. Morgan Securities LLC, where he has been employed since March 29, 2016. Jason has previously worked with PFM FUND DISTRIBUTORS, INC. in Harrisburg, PA. Jason holds a Series 6, 79, 52, 63 and SIE licenses. Jason is licensed in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/29/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
PA
08/26/2014 - 09/23/2014
PFM FUND DISTRIBUTORS, INC. (HARRISBURG PA)
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/29/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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